Detailed guide: How to authorise a charity adviser to submit accounts

Updated: How to let us know if you want your charity’s accountant or other adviser submit accounts on trustees’ behalf.

When to submit accounts

You must send your charity’s accounts to the commission every year if:

  • it’s a charitable incorporated organisation (CIO) – regardless of its income
  • it’s a registered charity and its gross income is over £25,000

Charity trustees must make sure their accounts are prepared and submitted within 10 months of the financial year ending. You can:

  • submit them yourself
  • delegate the task to an adviser

Charity trustees: how to authorise your adviser to submit your accounts

At least 1 day before you want the adviser to submit the accounts:

  1. log in to change your charity’s details using your charity’s password
  2. enter your adviser’s email address in the ‘trusted third party email address’ field

Charity advisers: how to submit accounts for a client charity

Once the charity’s accounts are prepared and agreed by the trustees:

  1. register to use this service – you’ll receive an email with login details and an 8 character password
  2. log in – you’ll see a list of charities that have authorised you to submit their accounts
  3. click on a charity’s name to upload its accounts as a PDF file

If you don’t see a charity you expect, ask the charity to check it authorised the correct email address (the one you used to register for the service) at least 1 day ago.

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